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Walmart

3,285 hedge funds and large institutions have $188B invested in Walmart in 2024 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 1,489 increasing their positions, 1,219 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,285
Holders Change
+103
Holders Change %
+3.24%
% of All Funds
47.77%
Holding in Top 10
149
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+41.9%
% of All Funds
2.17%
New
249
Increased
1,489
Reduced
1,219
Closed
95
Calls
$3.05B
Puts
$3.11B
Net Calls
-$61M
Net Calls Change
-$616M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
2326
Trinity Financial Advisors
Ohio
$604K
NI
2327
NDVR Inc
Massachusetts
$604K +$13.7K +203 +2%
SPWG
2328
Sage Private Wealth Group
Illinois
$604K +$42.3K +625 +8%
AFG
2329
Arkansas Financial Group
Arkansas
$602K -$35.5K -524 -6%
BWA
2330
Burt Wealth Advisors
Maryland
$602K -$30.1K -445 -5%
SIA
2331
Soltis Investment Advisors
Utah
$602K +$269K +3,979 +81%
CWA
2332
Consilium Wealth Advisory
Texas
$601K -$22.5K -332 -4%
KA
2333
Klingman & Associates
New York
$599K +$33.6K +496 +6%
GD
2334
Grandfield & Dodd
New York
$598K
RFS
2335
Richardson Financial Services
Massachusetts
$596K -$160K -2,368 -21%
SC
2336
Sepio Capital
Utah
$596K +$1.29K +19 +0.2%
VWM
2337
Vivid Wealth Management
Iowa
$594K -$682K -10,070 -53%
BBA
2338
Braun-Bostich & Associates
Pennsylvania
$594K +$126K +1,862 +27%
4WM
2339
49 Wealth Management
Texas
$593K +$130K +1,933 +28%
RK
2340
Rather & Kittrell
Tennessee
$593K -$20.1K -297 -3%
DWAM
2341
Duncan Williams Asset Management
Tennessee
$592K -$60.8K -898 -9%
BIM
2342
Baldwin Investment Management
Pennsylvania
$592K -$3.39K -50 -0.6%
WH
2343
Willner & Heller
California
$590K +$3.79K +56 +0.6%
SWA
2344
SOA Wealth Advisors
New York
$588K +$2.1K +31 +0.4%
ISB
2345
Iowa State Bank
Iowa
$588K -$32.7K -483 -5%
FWP
2346
Firethorn Wealth Partners
Georgia
$587K +$19.9K +294 +4%
EP
2347
Essential Planning
New Hampshire
$586K +$391K +5,774 +200%
GPW
2348
Gentry Private Wealth
Kansas
$586K +$586K +8,656 New
BST
2349
Bath Savings Trust
Maine
$585K
KCIC
2350
Kuhn & Co Investment Counsel
Illinois
$585K